Description: The name of the transform that’s used to convert the hydrated data into the desired output structure. This transformation uses formulas, grouping operations, and hierarchical representations, including nested groups and product bundles. Available in API version 67.0 and later.
Description: The unique ID used when migrating the document template between Salesforce orgs. This field is specifically used for import and export operations in managed packages.
HasBatchableSection
Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the template has one or more batchable sections.
The default value is false.
IsActive
Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the document template is active.
The default value is false.
IsSectionProcessed
Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the contract boundary sections of the document template are processed.
Description: Indicates whether the document template was exported using the industry-specific templates datapack (namespace prefix), or a user manually created or cloned an exported document template (blank). The namespace prefix is associated with the industry license. For example, insurance_fsc_ise.
OwnerId
Type: reference
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: ID of the record type associated with this object.
This field is a relationship field.
Relationship Name: RecordType
Relationship Type: Lookup
Refers To: RecordType
SectionHeaderFontStyle
Type: textarea
Properties: Create, Nillable, Update
Description: The field to select font style for the section header of the web document template.
SectionHeaderFontStyleValue
Type: textarea
Properties: Create, Nillable, Update
Description: The value of the font style selected for the section header of the web document template.
ShouldDisplayUnmappedToken
Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the tokens without runtime values must be displayed.
The default value is false.
ShouldExtractEmbeddedTmplToken
Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether tokens from all the templates embedded within the document template must be extracted. If this field’s value is yes, the embedded template tokens are extracted into the mapping omnidatatransform associated with the template.
Description: Specifies the document template usage. For example, the Contract Lifecycle Management option allows you to use the document template only for contract document generation.
The default value is Contract_Lifecycle_Management.
Description: The version number of the document template.
XmlRelationshipMetadata
Type: textarea
Properties: Create, Nillable, Update
Description: The WML relationship metadata used to process Microsoft Word documents.
Associated Objects
This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.
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